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Orange County Bancorp, Inc. /DE/ (OBT) SEC Filings, Sep 17, 2025

OBT NASDAQ
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Orange County Bancorp insider Olga Luz reported transactions on 09/16/2025 involving the company's common stock and derivative awards. The filing shows a disposition of 2,097 shares of common stock. The reporting person also recorded derivative activity: acquisition of phantom stock (described as economically equivalent to one share) and acquisition of 147 shares of common stock at $25.95. The form's notes state the 2,097 figure includes restricted stock units that vest 100% on February 20, 2026 and are settled in shares upon separation from service, and that phantom stock becomes payable upon separation as a director.

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Michael J. Gilfeather, President and CEO and a director of Orange County Bancorp, Inc. (OBT), reported multiple changes in his beneficial ownership on a Form 4 filed for transactions dated 09/16/2025. The filing shows a disposition of 105,488 shares of common stock and direct ownership of 15,850 shares held in an IRA after the reported transactions. The report also records acquisition of 109 units of phantom stock (each economically equivalent to one common share) and 21,919 shares underlying exercised or acquired awards priced at $25.95. Restricted stock units with various vesting schedules are included in the holdings, and the phantom stock becomes payable upon separation of service.

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Gregory F. Holcombe, a director of Orange County Bancorp, Inc. (OBT), reported transactions dated 09/16/2025 on Form 4. The filing shows a disposition of 68,953 shares of the issuer's common stock. After the reported transactions the filing lists 21,189 shares held directly by Mr. Holcombe. The report also discloses indirect beneficial holdings of 14,920 shares by a foundation, 69,440 shares by an LLC, and 12,054 shares by a trust. The filing records acquisition of 106 units of phantom stock on 09/16/2025, each economically equivalent to one share and payable upon the reporting person's separation from service, with a stated price of $25.95 per share. The filing includes restricted stock unit disclosures: one grant vests 100% as of grant and another vests 100% on February 20, 2026, both settled in shares upon separation from service. The form is signed by an attorney-in-fact on 09/17/2025.

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Orange County Bancorp, Inc. (OBT) Form 4: Director Kevin J. Keane reported transactions on 09/16/2025 reflecting both disposals and acquisitions tied to director compensation. He disposed of 19,395 shares of common stock and holds other holdings through indirect vehicles: 7,400 shares via a partnership and 832 shares via a 401(k). The filing shows a grant of 74 units of phantom stock (economic equivalent to common shares) exercisable upon separation and 14,795 shares of common stock held directly after the transactions. Restricted stock units are noted: one tranche vested on grant and another vests 02/20/2026, each settled in shares on separation from service.

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Marianna R. Kennedy, a director of Orange County Bancorp, Inc. (OBT), reported transactions on 09/16/2025. The filing shows a disposition of 1,595 shares of common stock and the grant/acquisition of 43 shares of phantom stock effective the same date with an economic value per phantom share shown as $25.95. The report also discloses restricted stock units: some that vest 100% as of the grant date and others that vest 100% on February 20, 2026, both settled in shares upon separation from service. After these transactions, the reporting person beneficially owns 8,593 shares of common stock. The form is signed under power of attorney on 09/17/2025.

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Insider filing: Michael Lesler, EVP and Chief Financial Officer of Orange County Bancorp, Inc. (OBT), reported changes in his beneficial ownership on Form 4. The filing shows a disposition of 12,845 shares of common stock and continued indirect holdings of 1,062 shares in a 401(k) and 2,000 shares in an IRA. The report also records the acquisition of phantom stock interests tied to the company’s Performance-Based SERP representing 4 underlying shares with a stated price of $25.95; those phantom interests may be settled in company stock upon distribution based on prior election. Several disclosed restricted stock unit grants vest in thirds on various commencement dates in 2023–2026.

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Jonathan F. Rouis, a director of Orange County Bancorp, Inc. (OBT), reported transactions dated 09/16/2025. The filing shows a disposition of 9,295 shares of common stock and indicates beneficial ownership of 5,658 shares400 shares held indirectly by spouse. The filing records the acquisition of 28 phantom stock units, each economically equivalent to one common share and payable upon the reporting person’s separation from service. Explanatory notes state some holdings include restricted stock units that vest either 100% at grant or on February 20, 2026, and phantom stock is settled upon separation as a director.

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Richard B. Rowley, a director of Orange County Bancorp, Inc. (OBT), reported changes in his beneficial ownership on 09/16/2025. The filing shows a disposition of 537,263 shares of common stock and a reported ownership balance of 21,691 shares following the transactions. On 09/16/2025 he also acquired 108 units of phantom stock that are economically equivalent to 108 shares and become payable upon his separation as a director. The filing discloses restricted stock units: some vest 100% as of grant and others vest 100% on February 20, 2026, and are settled in common stock upon separation. The form was signed under power of attorney on 09/17/2025.

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Jon Schiller, a director of Orange County Bancorp, Inc. (OBT), reported insider transactions dated 09/16/2025. The filing shows a disposition of 12,446 shares of common stock reported in Table I. The filing also records an acquisition on the same date of 11 phantom stock units, each economically equivalent to one share of common stock and payable upon the reporting person’s separation from service. The derivative section shows those 11 units relate to common stock with an indicated price of $25.95 and leaves the reporting person with 2,276 direct common shares following the reported transactions. The filing notes restricted stock units that vest 100% on February 20, 2026 and are settled in shares upon separation from service. The Form 4 was signed on behalf of the reporting person by a power of attorney on 09/17/2025.

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Gregory Sousa, EVP and Deputy Chief Legal Officer of Orange County Bancorp, Inc. (OBT), reported changes in his beneficial ownership on Form 4 dated 09/16/2025. The filing shows a disposition of 10,280 shares of Common Stock and reports indirect ownership of 5,263 shares through a 401(k) plan. The filing also records the acquisition of phantom stock interests under a Performance-Based SERP that may be settled in shares, and shows 3,659 shares reported as directly owned following a prior phantom stock transaction. The filing discloses multiple restricted stock unit (RSU) grants with staggered vesting schedules: one vesting beginning March 11, 2024, another beginning March 21, 2025, and a third beginning March 20, 2026. All items are presented as required under Section 16 reporting rules.

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FAQ

How many Orange County Bancorp /DE/ (OBT) SEC filings are available on StockTitan?

StockTitan tracks 164 SEC filings for Orange County Bancorp /DE/ (OBT), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Orange County Bancorp /DE/ (OBT)?

The most recent SEC filing for Orange County Bancorp /DE/ (OBT) was filed on September 17, 2025.